Impact Partnership Wealth’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Impact Partnership Wealth’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-260	Closed	-$14.2K	–	507
2024 Q1	$14.2K	Hold	260	–	–	0.01%	417
2023 Q4	$13.3K	Hold	260	–	–	﹤0.01%	460
2023 Q3	$13.8K	Buy	+260	New	+$13.9K	﹤0.01%	539

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Impact Partnership Wealth's NANR Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2024, closing a stake of 260 shares — an estimated $14.2K sold.

Impact Partnership Wealth first reported a position in NANR in Q3 2023 and held it in 3 quarters. The position peaked at $14.2K in Q1 2024. 95 funds tracked by Wall St. Rank hold NANR as of Q2 2024.

Impact Partnership Wealth reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 260 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2024, an estimated $14.2K.
Impact Partnership Wealth first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2023 and held it in 3 quarters.
Impact Partnership Wealth's State Street SPDR S&P North American Natural Resources ETF position peaked at $14.2K in Q1 2024.
95 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.